Which SaaS Companies Will Survive Anthropic and OpenAI? | Tim Guleri, Sierra Ventures

Podcast: The Neon Show · Siddhartha Ahluwalia

Opublikowano: 2026-10-01

Tim Guleri has spent 25 years in venture capital. Before that, he built companies with $3.8B in combined exits. And before that, he was a Punjabi guy selling Bibles door to door in the US. In this episode, we go deep into AI, venture capital, fundraising, SaaS, Silicon Valley and how great investors actually make decisions. We discuss the Gatorade Rule for equity, why Airtable sold for 2x, why 9–5 fails in Silicon Valley, why revenue durability matters more than hyperspeed growth, why Tim still operates at 120% all the time, how Sierra selects 30 companies out of 30,000, and ho...